News & Knowledge
Surprise!: Q3 2023 Market Commentary
While the consensus market outlook for 2023 was relatively bleak, markets are off to a great start. To find out where the opportunity is now, read our third-quarter market commentary for a breakdown of current market trends and to see if any adjustments are needed.
When Budgets Need to Budge
Frances Cronlund explores the importance of setting a budget – even when the process is uncomfortable.
Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer
This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and…
Meet the Curi Capital Team: Spotlight on John Day, Managing Director of Equities
This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi Capital team following the…
Seeking Comfort through Uncertainty: Private Markets Overview Q2 2022
It’s nearly impossible to turn on the news without hearing talk of inflation, rising interest rates, and the impending recession. These headlines can be unnerving for individuals, and rightfully so….
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…
The Waypoint: Q3 2022 Market Commentary
Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a series of very minor…
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career,…
Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals…